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Principal Securities’s Interactive Brokers IBKR Stock Holding History

Principal Securities’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Sell
7,848
-207
-3% -$17.2K 0.01% 935
2026
Q1 		$540K Buy
8,055
+3,428
+74% +$245K 0.01% 954
2025
Q4 		$298K Buy
4,627
+116
+3% +$7.76K ﹤0.01% 1148
2025
Q3 		$310K Buy
4,511
+768
+21% +$48.3K 0.01% 1115
2025
Q2 		$207K Buy
3,743
+911
+32% +$43.2K ﹤0.01% 1222
2025
Q1 		$125K Hold
2,832
– – ﹤0.01% 1335
2024
Q4 		$125K Sell
2,832
-16
-0.6% -$674 ﹤0.01% 1335
2024
Q3 		$99.2K Buy
2,848
+776
+37% +$24K ﹤0.01% 1397
2024
Q2 		$63.5K Buy
2,072
+196
+10% +$5.85K ﹤0.01% 1508
2024
Q1 		$52.4K Sell
1,876
-36
-2% -$896 ﹤0.01% 1547
2023
Q4 		$39.6K Buy
+1,912
New +$39.1K ﹤0.01% 1590

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Securities's IBKR Position: Q2 2026 in Review

Principal Securities reduced its Interactive Brokers (IBKR) stake by 2.6% in Q2 2026, selling an estimated $17.2K and leaving 7,848 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #935.

Principal Securities first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Principal Securities held 7,848 shares of Interactive Brokers worth $683K as of Q2 2026.
  • Principal Securities sold 207 Interactive Brokers shares in Q2 2026, an estimated $17.2K.
  • Interactive Brokers made up 0.01% of Principal Securities's portfolio in Q2 2026, its #935 holding.
  • Principal Securities first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.